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Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,115 | $185,312-97.2% | $161,489-96.8% | $154,746-96.7% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 18.70% | 103.84%-85.1pp | 89.72%-71.0pp | 172.34%-153.6pp |
| Employer contribution / active EE | $1,197 | $4,769-74.9% | $4,268-72.0% | $4,379-72.7% |
| Participant deferral / active EE | $1,767 | $6,350-72.2% | $5,630-68.6% | $6,730-73.7% |
| Admin fee / account holder | $38 | $18,654-99.8% | $16,006-99.8% | $14,365-99.7% |